Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VAC (Marriott Vacations Worldwide Corporation) | 60.08% | 45.46% | -7.21% | -9.45% | 5.95% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAC (Marriott Vacations Worldwide Corporation) | 11/09/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.43 | 45.46 | -7.21 | -9.45 | 5.95 | NA | NA | … | … | 60.08 | -32.68 | 9.62 | -35.25 | -18.87 | 24.00 | 7.17 | 85.87 | -47.00 | 59.84 | 48.99 | -23.60 | 41.28 | 26.61 | 142.83 | -1.66 |
| Sharpe Ratio | NA | 0.52 | -0.25 | -0.30 | 0.08 | NA | NA | … | … | 3.12 | -0.63 | 0.16 | -1.10 | -0.50 | 0.66 | 0.07 | 2.71 | -1.36 | 2.57 | 1.34 | -0.77 | 2.04 | 0.98 | 4.37 | -0.31 |
| Standard Deviation(%) | NA | 55.02 | 47.67 | 43.38 | 47.10 | NA | NA | … | … | 54.09 | 56.41 | 37.99 | 35.55 | 40.73 | 36.52 | 93.38 | 31.13 | 35.63 | 23.16 | 36.40 | 30.66 | 20.22 | 27.23 | 33.04 | 36.35 |
| Draw Down(%) | NA | 45.84 | 62.81 | 70.63 | 74.89 | NA | NA | … | … | 18.45 | 48.30 | 35.89 | 54.64 | 33.77 | 26.48 | 71.36 | 22.29 | 59.13 | 14.24 | 21.54 | 39.07 | 10.35 | 16.94 | 19.85 | 12.11 |
| Yield(%) | 0.00 | 4.91 | 2.44 | 1.66 | 3.06 | 7.22 | 5.42 | … | … | 2.72 | 3.63 | 3.47 | 2.19 | 1.51 | 0.81 | 0.42 | 2.70 | 1.21 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAC (Marriott Vacations Worldwide Corporation) |
-27.68%
Jan 2023 – Jan 2026 |
-15.43%
Mar 2021 – Mar 2026 |
-2.61%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAC (Marriott Vacations Worldwide Corporation) |
63.16%
Dec 2011 – Dec 2014 |
37.67%
Dec 2011 – Dec 2016 |
26.32%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart